Institutional Ownership Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU). We have compiled data on the 1,432 institutions that hold shares in the stock, with a total of 366 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,822
shares
|
$593,911
0.0% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
10,812
shares
|
$593,362
0.03% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
10,800
shares
|
$592,704
0.31% of portfolio
|
Q4 2024
Reduced 12.11%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
10,795
shares
|
$592,429
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
10,777
shares
|
$591,441
0.28% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10,777
shares
|
$591,441
0.2% of portfolio
|
Q4 2024
Added 19.56%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
10,666
shares
|
$585,350
0.01% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
10,650
shares
|
$584,472
0.09% of portfolio
|
Q4 2024
Added 38.47%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,650
shares
|
$584,472
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
10,458
shares
|
$573,935
0.06% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
10,386
shares
|
$569,983
0.12% of portfolio
|
Q4 2024
Added 70.74%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
10,357
shares
|
$568,392
0.17% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
10,352
shares
|
$568,117
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
10,264
shares
|
$563,288
0.0% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,233
shares
|
$561,587
0.05% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
10,225
shares
|
$561,148
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
10,153
shares
|
$557,196
0.07% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
10,129
shares
|
$555,879
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
10,126
shares
|
$555,714
0.01% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
10,000
shares
|
$548,800
0.05% of portfolio
|
Q2 2023
Reduced 1.6%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
9,856
shares
|
$540,897
0.03% of portfolio
|
Q4 2024
Added 30.1%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
9,825
shares
|
$539,196
0.25% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
9,817
shares
|
$538,756
0.04% of portfolio
|
Q3 2024
Reduced 29.86%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
9,787
shares
|
$537,110
0.4% of portfolio
|
Q4 2024
Reduced 24.31%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
9,773
shares
|
$536,342
0.02% of portfolio
|
Q2 2024
Added 0.52%
|